The Portfolio Office.A STANDING INVESTMENTS OFFICE BY PREQUATE
Prequate delivers a standing investment office for family offices, private equity, private credit and venture funds. Imagine having one partner who can scale as quickly as your portfolio while also ensuring that you are always on top of things.
Seven functions. Four movements. One book.
Tap a numbered function to open it. Switch the lens above to see what applies to whom. The ring is Analyst On-Call.
0 · New opportunity reviews
Models rebuilt, prices tested against real comparables, structures drawn and negotiated. For one $3B fund: mandate to first offer in nine days.
A flavor of our involvement, item by item.
Pick a specific function and pull up its working parts.
PIOS Private Investments OS A systematic approach that comes from doing the job, not 'consulting' on it.
We ran the entire investments arm of several pathbreaking organizations, ranging from a Series A funded startup to a Sovereign Wealth Fund. We did it all. Sourcing, evaluation, closing, monitoring, all. When we backed this with years inside funded companies for who we built systems, managed capital raises, evaluated opportunities and even designed and headed investor reporting, we learnt which reports flatter and which falter. PIOS is built from that experience written down.
The position has to be worth owning before it is worth an office. Models rebuilt, price tested, terms negotiated. Eighteen of twenty-two declined in our last full mandate; that discipline starts here.
One fund, twenty-four months.
A sovereign wealth fund handed us its entire investments function: pipeline, evaluation, negotiation, closing, then the watch on what was closed. Twenty-four months. One team. Full accountability.
But you get to judge us the way you judge a internal team.
Five claims. Tap any of them for the number behind it.
Send us your sample list of holdings.
We will find the opportunity.
Under an NDA of course, directly to a practice head, not an anonymous mailbox. Within two working days, we will write back with a view on what The Investments Office could own. In this stage, if a diagnostic is not worth running, we will say so. Within 6 days, we will complete a diagnostic - completely free of cost, paid for in coffee, that's it.